QPWM
Quadrant Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
54,266
+39
| +0.1% | +$1.21K | 0.35% | 78 |
|
|
2025
Q1 | $1.85M | Hold |
54,227
| – | – | 0.46% | 67 |
|
|
2024
Q4 | $1.7M | Sell |
54,227
-3,001
| -5% | -$94.1K | 0.42% | 65 |
|
|
2024
Q3 | $1.67M | Hold |
57,228
| – | – | 0.41% | 70 |
|
|
2024
Q2 | $1.66M | Buy |
57,228
+1,307
| +2% | +$37.9K | 0.38% | 68 |
|
|
2024
Q1 | $1.63M | Sell |
55,921
-2,065
| -4% | -$60.3K | 0.41% | 67 |
|
|
2023
Q4 | $1.53M | Buy |
57,986
+1,060
| +2% | +$27.9K | 0.42% | 61 |
|
|
2023
Q3 | $1.56M | Sell |
56,926
-943
| -2% | -$25.8K | 0.52% | 50 |
|
|
2023
Q2 | $1.52M | Buy |
57,869
+57
| +0.1% | +$1.5K | 0.44% | 58 |
|
|
2023
Q1 | $1.5M | Sell |
57,812
-209
| -0.4% | -$5.41K | 0.47% | 59 |
|
|
2022
Q4 | $1.4M | Buy |
+58,021
| New | +$1.4M | 0.47% | 58 |
|
|
2022
Q2 | $1.36M | Buy |
55,626
+50
| +0.1% | +$1.22K | 0.56% | 50 |
|
|
2022
Q1 | $1.43M | Buy |
55,576
+52
| +0.1% | +$1.34K | 0.53% | 51 |
|
|
2021
Q4 | $1.22M | Sell |
55,524
-2,787
| -5% | -$61.2K | 0.45% | 56 |
|
|
2021
Q3 | $1.26M | Sell |
58,311
-573
| -1% | -$12.4K | 0.52% | 52 |
|
|
2021
Q2 | $1.42M | Buy |
58,884
+105
| +0.2% | +$2.53K | 0.58% | 43 |
|
|
2021
Q1 | $1.29M | Buy |
58,779
+2,111
| +4% | +$46.5K | 0.56% | 47 |
|
|
2020
Q4 | $1.11M | Buy |
56,668
+857
| +2% | +$16.8K | 0.49% | 57 |
|
|
2020
Q3 | $881K | Sell |
55,811
-11,976
| -18% | -$189K | 0.44% | 59 |
|
|
2020
Q2 | $1.23M | Buy |
67,787
+4,398
| +7% | +$79.9K | 0.71% | 35 |
|
|
2020
Q1 | $906K | Buy |
63,389
+4,254
| +7% | +$60.8K | 0.76% | 33 |
|
|
2019
Q4 | $1.67M | Buy |
59,135
+6,480
| +12% | +$182K | 1.49% | 19 |
|
|
2019
Q3 | $1.51M | Buy |
52,655
+40
| +0.1% | +$1.14K | 1.38% | 22 |
|
|
2019
Q2 | $1.52M | Sell |
52,615
-1,462
| -3% | -$42.2K | 1.38% | 22 |
|
|
2019
Q1 | $1.57M | Buy |
54,077
+988
| +2% | +$28.8K | 1.45% | 21 |
|
|
2018
Q4 | $1.31M | Buy |
53,089
+238
| +0.5% | +$5.85K | 1.39% | 19 |
|
|
2018
Q3 | $1.52M | Buy |
52,851
+2,375
| +5% | +$68.2K | 1.34% | 17 |
|
|
2018
Q2 | $1.4M | Buy |
50,476
+3,496
| +7% | +$96.8K | 1.36% | 18 |
|
|
2018
Q1 | $1.15M | Buy |
46,980
+2,811
| +6% | +$68.8K | 1.5% | 17 |
|
|
2017
Q4 | $1.17M | Buy |
+44,169
| New | +$1.17M | 1.22% | 19 |
|